Financial Client Services Representative

Green Key Resources • bala-cynwyd, pa, us • 3m ago

Client Requests Management: Handle requests related to beneficiary changes, payment frequency adjustments, policy updates, and loans.
CRM Updates: Accurately update and maintain client information in our CRM system.
Illustrations & Reviews: Run In Force Illustrations and manage the annual review database. Schedule and provide basic preparation for review meetings.
Compliance: Oversee the CRIA review process to ensure compliance with regulatory requirements.
Client Relations: Maintain and nurture client relationships by processing withdrawals, distributions, and contributions to and from any investment account.
Investment Account Management: Process tuition payments from 529 accounts, update or add ongoing distributions or contributions, calculate and assist with RMDs (Required Minimum Distributions), and help clients with re-linking or logging into their access portals.
Tracking & Recognition: Track CD due dates, client birthdays, and significant life events for recognition and relationship building.

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